+34,708.3%
ADI vs DHI
+12,289.5%
+22,418.8%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.4% | +1.4% | -0.4% |
| 7D | +1.3% | -6.1% | +7.5% | +2.9% |
| 30D | -6.0% | -10.1% | +4.1% | -3.5% |
| 3M | -7.7% | -7.3% | -0.4% | -6.3% |
| 6M | +14.0% | -6.1% | +20.1% | +15.1% |
| YTD | +34.4% | -5.0% | +39.4% | +35.1% |
| 1Y | +48.0% | -22.1% | +70.1% | +55.9% |
| 3Y | +113.3% | +19.2% | +94.1% | +97.7% |
| 5Y | +131.1% | +59.4% | +71.7% | +97.0% |
| 10Y | +628.7% | +401.8% | +226.9% | +356.5% |
| All | +34,708.3% | +12,289.5% | +22,418.8% | +9,050.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DHI.
Daily Out/Under-Performance
Portfolio return minus DHI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DHI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded DHI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling